u/Rambok01

Teza- jeśli ukraina przetrwa wojnę to natychmiast rozpocznie procesy transformacyjno-ustrojowe mające na celu akcesję do UE tworząc okazję pokroju transformacji pozostałych regionów zsrr/układu warszawskiego. Ukraina może być najbardziej niedowartościowanym strukturalnie rynkiem w takim scenariuszu.

Ze strony europy trwają do tego przygotowania, np. "dyplom" symbolicznego dołączenia ukrainy do UE, umowy typu broń od rządów państw UE/nato w zamian za kontrakty na odbudowę kraju po wojnie itp.

Jakieś pomysły mądrych ludzi jak to rozegrać? Przez portfel spółek ukraińskich notowanych na giełdach europejskich?

Amprius is particularly interesting because it has the potential to reinvest capital at very high returns into a massive TAM. The business also benefits from a learning curve and data flywheel, while demand is supported by something fundamentally necessary: energy. On top of that Amprius sits at the intersection of several powerful trends, including the rapid growth of drones and other energy-intensive applications

This raises a broader question- which other small companies have a similar setup?

One example I see is Allegro Microsystems (ALGM). The key secular trends here are industrial automation and humanoid robots. Like Amprius, ALGM has a substantial reinvestment runway - if the number of robots increases dramatically, there is significant room to deploy capital into a large and growing market. The difference is that ALGM already has a business model with proven unit economics; the main question is when industrial demand begins to accelerate..

In that sense, both Amprius and ALGM are essentially picks-and-shovels businesses positioned to benefit from potentially very large technological shifts.

What other similar companies that are well positioned to benefit from future secular trends can you think of? I think the mindset here is clear we need proven business model/unit economics before anything else.

Pure speculation. No inside information and no confirmed deal

Victoria's Secret has surged recently and is now worth about $6.7B. Playboy is worth only about $140M. That's less than 3% of VSXYs market cap

I think Victoria's Secret will acquire Playboy

Thesis: Sex. That's it. "Sydney Sweeney has great jeans", Sadie Sink + Calvin Klein etc. America rejects the w*** and goes back to healthy + sexy. Playboy is a symbol of sex

PLBY today is basically

Playboy IP + licensing + Honey Birdette

And Honey Birdette is the part that really catches my attention.

Q2 2026:

• Honey Birdette sales +18.2% YoY
• Comparable sales +15%
• Gross margin 65.1%
• PLBY revenue $31.2M
• Adjusted EBITDA $7.0M vs $3.5M a year ago

Now look at Victoria's Secret

VS already has the infrastructure:

stores + e-commerce + sourcing + logistics + marketing + a huge lingerie customer base

Why not put Honey Birdette inside that machine and scale it much faster????

Then you also get the Playboy IP and licensing platform

The valuation is tiny relative to VS

The real opportunity is Honey Birdette using VS infrastructure for sourcing, logistics, marketing and international distribution

Add Playboy licensing on top and the strategic value could be much higher than PLBY's standalone value

My thesis isn't that a deal is already happening

It's simply:

If I were running Victoria's Secret and Honey Birdette kept growing like this I'd be looking very seriously at PLBY

My speculative takeover range:

$2.50–$3.50/share

Not a rumor/not a financial advice

Democrats are expected to win according to Kalshi and Polymarket

According to RealClearPolling's average of national generic congressional ballot surveys, which includes polls from organizations such as Reuters/Ipsos, Quinnipiac and Emerson, Democrats hold an advantage, with 48.2% of respondents saying they would vote Democratic compared with 41.8% who said they would vote Republican.

Which stocks will benefit? Which stocks will you sell?

Cerebras founders have historical ties with AMD. Is it possible for the two to team up and dismantle the Nvidia monopoly?

The next FOMC meeting will be held in 27 days. Oil is on the rise again, and the bond market doesn't seem to be bending to the will of government officials. The midterms are coming

The market drops - what are you buying

I hold: cash - due to Kospi/Iran/AI bubble

I like: ASTS RKLB PL ONDS LUNR IONQ INFQ QNT

Considering/not sure: RIVN QS green/solar stocks for midterms

I hold: cash - due to Kospi/Iran/AI bubble

I like: ASTS RKLB PL ONDS LUNR IONQ INFQ QNT

Considering/not sure: RIVN QS green/solar stocks for midterms

https://preview.redd.it/f290j9dvwyjh1.png?width=1850&format=png&auto=webp&s=fbad11fc0cc8e4ec2dd1c12b15268bc1aec40757

Fundusz dla odważnych; premia względem aktywów jest wysoka. Jakie są wasze opinie?

Przedsiębiorstwo należące do męża Anny Konieczyńskiej (wiceprezes KARR i działaczka KO) otrzymało 200 tys. zł, firma sąsiada „Kadalore” – 3,2 mln zł, natomiast przedsiębiorstwo „Dami” (właściciel lokalnej telewizji współpracującej z samorządem) – ponad 1,12 mln zł.

Dane satelitarne, informacje straży pożarnej oraz Wód Polskich wskazują, że wskazane nieruchomości nie zostały zalane